In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Philippe Botteri, partner at Accel, who shares the 2024 Accel Europe: AI Eating Software.

 

“Just look at the past couple of years, there’s been $56 billion invested in AI companies and two thirds of that has gone into the top six companies of each region of the US and Europe, and also two thirds of that money has gone into foundation models. So what we’re seeing is AI is really driving the growth and very concentrated in a very small number of companies both in the US and Europe.”

 

Philippe shares:

  • Capitalising on AI to drive growth
  • Increasing investment outside of foundational models
  • Why 2025 is going to be the year of the agentic revolution
  • Growth vs profitability: what’s driving the momentum for software companies
  • The Game of AI Thrones – will it be a winner takes all market? and more!

and more!

Watch or listen to the full episode below.

 

Listen to the audio now:


Get more from SaaStock

Whether you’re one of the founders thinking seriously about this now or it’s something you’ll do in the future – one thing SaaStock is passionate about is connecting companies and their founders on the journey. Whether it’s with investors, brokers, or buyers, or with a fellow founder that you can confide in, having a robust network is an invaluable experience that has real impact for our community.

SaaStock facilitates lots of opportunities to build these connections. See our local meetups, founder community , and upcoming SaaStock Europe event where we’ve added a whole new networking programme from for 2024.

Other ways to get involved:

  • We release all of our podcast episodes, plus more sessions and exclusive content from our events on our YouTube channel. Subscribe now to stay up to date.
  • Subscribe to SaaStock Blueprint, a fortnightly newsletter in which Alex shares insights and actionable advice from his conversations with SaaS leaders all over the world.